Quota Relief Request Template

Prepare a quota relief request for leadership review.

Reason for request: {{reason}}
Impact on quota: {{impact}}
Current performance: {{performance}}
Mitigating factors: {{factors}}

Create a quota relief request:

1. Executive Summary
   - Request in one sentence
   - Amount of relief requested
   - Time period affected

2. Situation Analysis
   - What happened
   - Why it was outside your control
   - Data supporting the claim

3. Impact Assessment
   - Quantified impact on pipeline
   - Deals lost or delayed
   - Revenue implications

4. What You Have Done
   - Actions taken to mitigate
   - Alternative approaches tried
   - Results of recovery efforts

5. Proposed Resolution
   - Specific relief requested
   - How quota would be adjusted
   - Commitment going forward

6. Supporting Evidence
   - Documentation to attach
   - Third-party validation
   - Peer comparisons if relevant